ESOP · DOL Form 5500 · 2023

Page Southerland Page, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,271
Participants Near avg headcount
58th
Percentile by assets National rank
$7,767
Avg per participant Low balance/head
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Official DOL plan name: Page Southerland Page, Inc. Employee Stock Ownership Plan · Sponsored by Page Southerland Page, Inc. · Texas · Professional & Technical Services

$10M in assets, 1,271 participants

Page Southerland Page, Inc.'s Page Southerland Page, Inc. Employee Stock Ownership Plan reported $10M in total assets and 1,271 participants in its 2023 DOL Form 5500 filing, ranking in the 58th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,553 in Professional & Technical Services (20,321 peers)

Page Southerland Page, Inc. multi-year trail

Page Southerland Page, Inc.'s plans moved +157.3% in assets from 2022 to 2024; this filing shows Page Southerland Page, Inc. Employee Stock Ownership Plan at $10M / 1,271 participants.

#11,553
in Professional & Technical Services (20,321 peers)
+46.7%
assets growth YoY

Page Southerland Page, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Page Southerland Page, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,872,197 Top 42% higher than 58% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Page Southerland Page, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Page Southerland Page, Inc. Employee Stock Ownership Plan lands in the large band (1,271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Page Southerland Page, Inc. Employee Stock Ownership Plan reported participants rose from 683 in the plan year 2022 filing to 1,271 in the plan year 2023 filing.
  • Page Southerland Page, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Page Southerland Page, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464258046 · Page Southerland Page, Inc. PY 2023 · ESOP

Page Southerland Page, Inc. Employee Stock Ownership Plan · $10M · 1,271 · 58th

  • PART $10M
  • TYPE 1,271
  • NET 58th
  • BOOK ESOP
  • VS-ST near Innotion Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #11553

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

Page Southerland Page, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lake Elmo Bank Employee Stock Ownership PlanLake Elmo Bank Employee Stoc…$10MPage Southerland Page, Inc. Employee Stock Ownership PlanPage Southerland Page, Inc. …$10MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$10MLea Elliott, Inc. Employee Stock Ownership PlanLea Elliott, Inc. Employee S…$10MW Bbq Holdings, Inc. Employee Stock Ownership PlanW Bbq Holdings, Inc. Employe…$10M
End-of-year total assets ($M) among Page Southerland Page, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Page Southerland Page, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Page Southerland Page, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$254M 157.283174768268% vs 2022
2024 filing year
$50M$100M$150M$200M$250M$300M 202220232024 $98.9M $254M ▲ +157.3%
Year Plans Participants Total Assets
2022 3 1,806 $99M
2023 2 2,556 $209M
2024 2 2,791 $254M

Page Southerland Page, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN464258046
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Page Southerland Page, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -50510152025 Total assets ($B) Participants Page Southerland Page, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009872197 · Participants: 1271Page Southerland Page, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Page Southerland Page, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Page Southerland Page, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Page Southerland Page, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Innotion Enterprises, Inc. Employee Stock Ownership Plan in VA ($10M); by covered participants it is Jay Petroleum Inc. Employee Stock Ownership Plan in IN (1,269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,271 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Page Southerland Page, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Page Southerland Page, Inc. Employee Stock Ownership Plan surged - up 46.7% during 2023, from $7M to $10M. Reported net income was $2M.
How have Page Southerland Page, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Page Southerland Page, Inc.'s sponsor-wide assets grew 157.3%, from $99M to $254M.
Which ESOP plans are similar in size to Page Southerland Page, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Innotion Enterprises, Inc. Employee Stock Ownership Plan in VA ($10M, 12 participants).
Which ESOP plans cover a similar participant headcount to Page Southerland Page, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jay Petroleum Inc. Employee Stock Ownership Plan in IN (1,269 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464258046.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.